RocketPlan

Step 1: Accessing the Forms Section

Navigate to the Forms section located on the left-hand panel.

- Note: This section is only accessible by company admin users.

1. Open the RocketPlan web portal.
2. Navigate to the Forms section located on the left-hand panel.
 - Note: This section is only accessible by company admin users.

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Step 2: Creating a New Form Template

Click the Add button to create a new form.

The form page is divided into two sections:

- Right-Hand Section: Used to create form templates by entering free text or pasting in existing templates.
- Left-Hand Section: Used to insert placeholder fields that will auto-populate with project information.

1. Click the Add button to create a new form.
2. The form page is divided into two sections:
 - Right-Hand Section: Used to create form templates by entering free text or pasting in existing templates.
 - Left-Hand Section: Used to insert placeholder fields that will auto-populate with project information.

Step 3: Auto-Populating Company Information

By default, your company name, logo, and address will appear at the top of the form.

This information is pulled from your company profile.

If the details are missing, update them by:

- Clicking the profile icon (top right corner).
- Selecting Edit under the Company Account section.
- Updating the necessary information.
- This can be done via the mobile app or web portal.

1. By default, your company name, logo, and address will appear at the top of the form.
2. This information is pulled from your company profile.
3. If the details are missing, update them by:
 - Clicking the profile icon (top right corner).
 - Selecting Edit under the Company Account section.
 - Updating the necessary information.
 - This can be done via the mobile app or web portal.

Placeholder fields allow for automatic population of project-specific details.

- Policyholder Name
- Date of Loss
- Policy Number

- Click on the desired placeholder.
- The information will be inserted wherever your cursor is located.

1. Placeholder fields allow for automatic population of project-specific details.
2. Examples of placeholder fields:
 - Policyholder Name
 - Date of Loss
 - Policy Number
3. To insert a placeholder field:
 - Click on the desired placeholder.
 - The information will be inserted wherever your cursor is located.

Step 5: Enabling Electronic Signatures

- Click the Required Signature checkbox.

This will enable the signature field within the form.

1. If the form requires a client signature:
 - Click the Required Signature checkbox.
2. This will enable the signature field within the form.

Go to a project and open the Documents folder.

Click the Add Form button and select the desired template.

Example: If you open the Emergency Authorization Form, all input fields will be auto-populated with project information.

If multiple entries exist for the same field, a drop-down menu will appear to select the applicable entry.

Hand the form over to the client for electronic signing.

Once signed, click Save to store the completed form.

1. Go to a project and open the Documents folder.
2. Click the Add Form button and select the desired template.
3. Example: If you open the Emergency Authorization Form, all input fields will be auto-populated with project information.
4. If multiple entries exist for the same field, a drop-down menu will appear to select the applicable entry.
5. Fill in any blank fields and checkboxes.
6. Hand the form over to the client for electronic signing.
7. Once signed, click Save to store the completed form.

Step 7: Downloading or Sharing the Completed Form

- Download as a PDF.
- Send the form to clients or team members via email.

This feature is available on both the RocketPlan web portal and mobile application.

To access the saved form, go to the project’s Documents folder.

1. Once saved, you have the option to:
 - Download as a PDF.
 - Send the form to clients or team members via email.
2. This feature is available on both the RocketPlan web portal and mobile application.
3. To access the saved form, go to the project’s Documents folder.

Step 2: Creating a New Form Template

Step 3: Auto-Populating Company Information

Step 4: Adding Placeholder Fields

Step 5: Enabling Electronic Signatures

Step 6: Capturing an E-Signature

Step 7: Downloading or Sharing the Completed Form

E signature and Company Forms